| Total AUM | $118.1M |
| Discretionary | $118.1M100% of AUM |
| Client Accounts | 131 |
| Avg Account Size | $902K |
| Employees | 3 |
| Peak AUM | $123.1MMar 2024 |
| AUM CAGR | -1.2% /yrover 3 yrs · 9 filings |
Total AUM
$118M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $118M | +9.1% | 1.2% | — | |
| Discretionary AUM | $118M | ||||
| Total AUM | $118.1M |
| Discretionary | $118.1M |
| Employees | 3 |
| Client Accounts | 131 |
| Client Range | 26-50 |
Address
1723 68TH ST. SE
CALEDONIA MI 49316
Phone
(616) 315-2550
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$118M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +9.1% |
| 1.2% |
| — |
| Total Accounts | 131 | 75.9% | 31.0% | — |
| Avg Account Size | $901,723.824 | +352.4% | +43.1% | — |
| Employees | 3 | 0.0% | 0.0% | — |
| AUM / Employee | $39M | +9.1% | 1.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $113M | +10.2% | 2.4% | — | |
| Institutional AUM | $5M | 8.6% | +59.7% | — | |
Client Count Segments | |||||
| HNW Clients | 99 | +17.9% | +12.2% | — | |
| Institutional | 7 | +75.0% | +20.5% | — | |
| Individuals | 25 | +19.0% | +16.0% | — | |